Portfolio Valuation

Will your business be profitable in the future? Are there any accounts that are underwater?  The answer to these questions will drive many of your organization's actions.

If forward profitability of the organization is positive, then the next step will be to drill down and identify any Utilities, Zones or Accounts that are not profitable and address them.

Accurate valuations require the ability to bring together large amounts of detailed information, from multiple sources:

• Account, Contract and Meter Readings
• Accurate Long-Term Forecasting
• Forward Price Curves
• Complex Cost to Serve engine that deals with the details of each Market and Utility.

Contracted Portfolio Valuations are automatically calculated everyday utilizing the most up to date forward curves.   No matter how often forward profitability is analyzed, 

Our valuations allow:

• Commodity
• Market
• Zone
• Utility
• Account

All contracted accounts  are valued by month through the end of each account's contract end date.  Then any hedged quantities and associated M2M are layered in at the account level by month.

From here you can look at the whole book's profitability by month, or by commodity, market, zone and even